Tool overview
OpenIntake is listed under Legal AI tools.
What is OpenIntake?
OpenIntake is a fully managed AI intake platform for law firms. It answers inbound and outbound calls, text messages, website chat, and forms; qualifies and scores leads; books consultations; and sends transcripts and intake records into legal and CRM systems.
Best for
Law firms handling high-volume or after-hours prospective-client intake
Who is it for?
Decision note
Confirm call volume, channels, practice-area scripts, lead scoring, emergency routing, consent, CRM integrations, implementation, transcript retention, support, compliance, and the current quote.
Key features
24/7 inbound and outbound call handling
Two-way branded texting and instant callbacks
AI website chat and dynamic intake forms
Custom qualification and lead-value scoring
Automatic consultation scheduling
Legal CRM and case-management integrations
Use cases
Answering after-hours legal calls
Qualifying personal-injury and family-law leads
Booking consultations automatically
Sending intake data into case-management systems
Pros
- Covers phone, text, chat, and forms
- Fully managed onboarding and tuning
- Verified support email is published
Limitations
AI intake can misunderstand facts, urgency, conflicts, jurisdiction, or legal eligibility. Firms must disclose AI use where required, obtain communications consent, protect privileged data, define emergency escalation, and have licensed professionals approve representation decisions.
Pricing details
Billing options
Custom law-firm agreement
Pricing note
OpenIntake uses a demo-led commercial model and does not publish a stable starting amount. Setup is described as a managed one-to-two-week process. No ongoing free plan or formal free trial was confirmed.
Supported languages
- English
Integrations
Clio
Filevine
Litify
MyCase
Salesforce
HubSpot
Lawmatics
CasePeer
LeadDocket
SmartAdvocate
Zapier
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